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Valtinson Bruner Financial Planning LLC: TLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valtinson Bruner Financial Planning LLC on TLT, newest first. How the timeline and the estimate are built.

Valtinson Bruner Financial Planning LLC held 44,404 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,404 shares
    Change vs previous 13F -1,624 shares

    0.96% of the 13F portfolio, value $3,837,394.

    13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,028 shares
    Change vs previous 13F -2,674 shares

    1.1% of the 13F portfolio, value $3,990,167.

    13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,702 shares
    Change vs previous 13F -649 shares

    1.22% of the 13F portfolio, value $4,244,866.

    13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,351 shares
    Change vs previous 13F -1,252 shares

    1.31% of the 13F portfolio, value $4,410,499.

    13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,603 shares
    Change vs previous 13F -5,918 shares

    1.4% of the 13F portfolio, value $4,465,715.

    13F-HR 0001761450-25-000003 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,521 shares
    Change vs previous 13F -14,484 shares

    1.74% of the 13F portfolio, value $5,145,107.

    13F-HR 0001761450-25-000002 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,005 shares
    Change vs previous 13F +58,439 shares

    2.17% of the 13F portfolio, value $6,200,867.

    13F-HR 0001761450-25-000001 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,566 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,232,725.

    13F-HR 0001761450-24-000004 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).